RE:RE:RE:RE:RE:Massive upsideTo the other posters' point, as we said, the top exec and board compensation is very heavy and unjustified for its current size...maybe cutting half a mill into EBITDA and cashflow which is significant. Over the past few years, in some of my other investments, when building blocks were put in place, CEO started marketing the company at many investment conferences as well as reaching out on his own. If the CEO here is now not much more active, a lot of time is being wasted. SP is important for future growth. Otherwise we will continue paying a heavy price through larger dilution.
baystreetpenny wrote: I understand your impatience, having held this for so long. Brighter days are ahead though. There was very little potential in their old legacy businesses, so the stock had limited upside prior to their last acquisition. The Microsoft DEM acquisition and integration over the past year is actually worth looking forward to. It's this segment that has all the upside and can increase the company's revenues significantly in the coming years.
Prior to this, MTLO had little to offer (just the Mitel business was not attractive enough). With the Microsoft piece and a growing TAM, it now positions itself as an attractive growth stock investment opportunity for newer investors interested to add exposure in the growing space of DEM. With the new working from home reality and infrastructures, DEM adoption in enterprises could grow from 15% in 2020 to 70% by 2025.